Arki Product Overview
Systematic support across the full client lifecycle — acquisition, onboarding, and ongoing service. AI-native architecture powered by 28 years of industry expertise.
AI-Driven CRM
Client knowledge used to live in notebooks and advisors' memory. Now every interaction becomes institutional knowledge.
Prospect Pipeline
Upload prospect info in any format. AI generates profiles, maps relationships and key needs, classifies by stage and potential, and creates follow-up reminders.
360° Client Profiles
Auto-parse client data into living profiles. Track assets, compliance status, and generate periodic reports with one click.
Conversational Interface
Edit profiles, manage leads, and organize documents through natural conversation. All changes confirmed via interactive cards.
AI-Native Throughout
Not a traditional CRM with AI bolted on. Built from the ground up with AI at the core — auto-extraction, profile iteration, proactive risk alerts, and compliance screening embedded throughout.
Digital Workforce & Service Delivery
AI handles repetitive work. Humans focus on high-value judgment and client service.
Accelerate Existing Capabilities
Industry-verified agent skills and standardized workflows. Source of wealth reports from 2 days to 30 minutes — freeing advisors from 80% of paperwork.
Unlock New Capabilities
BVI/Singapore company setup, family trust structures, VCC funds — small teams can now handle complex services.
Ten Service Domains Covered
Advisory, planning, administration, banking, investment, tax & legal, immigration, education, health, and risk management.
FO Academy & Resource Network
Structured professional content on demand. AI assistant always available. Non-investment client needs are no longer blind spots.
Professional Courses & Analysis
Tax and regulatory updates across major jurisdictions, macro research, and EAM/IFA professional content.
AI Learning Assistant
Ask AI questions while reading materials — not generic AI Q&A, but deep, context-specific professional responses.
Vetted Partner Network
Health, immigration, education, insurance, primary market — curated partners connected through a matching model.
Offline Community
Cosmos hosts regular events connecting clients with the family office community. Digital tools and offline community are both indispensable.
Investment Intelligence
Research barriers and time costs drastically reduced. 100% focus on core asset allocation decisions.
Daily/Weekly Market Briefs
Professional market reports covering global macro and sector dynamics. Family office-oriented perspective — ready to internalize or relay to clients.
Bond & Equity Screening
Strategy-driven digital assistant for fixed income and equity screening. The Cosmos team provides dedicated strategy training and tuning.
Portfolio Construction & Tracking
Assist with position allocation, portfolio construction, and continuous price monitoring. Customized import ensures outputs align with your investment philosophy.
Compliance Engine & Legal Support
Compliance is no longer a burden of post-hoc remediation — it's an intelligent layer embedded in every output.
Screen-on-Output
Built-in SFC and MAS regulatory rules. Regulatory rule matching is embedded during content generation — every AI output is automatically screened for compliance risks.
Compliance Review Assistant
Existing documents can also be submitted for screening. The system flags potential risks and suggests revisions, assisting the user in making the final compliance judgment.
Legal Support
When significant flags are detected, the system proactively recommends seeking professional legal advice. Consult or engage vetted partner law firms on compliance matters at any time.
Data Security Is the Baseline, Not a Feature
Arki was built from day one to meet top-tier financial institution security standards.
Infrastructure Security
Built on AWS Bedrock, deployed in Singapore. Dual-database physical isolation — sensitive data never touches general models.
Regulatory Alignment
PDPO and PDPA data protection requirements met at the architecture level. Cross-border data transfer auto-interception.
Expert Security Advisory
PhD-level cybersecurity advisory team. SOC 2 Type 2 and ISO 27001 certification in progress.
Ready to Experience Arki?
Book a demo and see how the AI-native operating system transforms your workflow